SMB Automate

SMB Automate is the companion app for businesses running on the SMB Automate platform by Quantum Core MIP. Sign in with your company code and manage your day from anywhere. YOUR PIPELINE, LIVE See every lead and job in one board: new requests, estimates going out, estimates sent, scheduled work, and jobs ready to bill. Open any card for the full picture, including customer details, request notes, photos, and history. ESTIMATES YOU APPROVE Your automation agent drafts the estimate text. You review it, edit it if you want, and nothing reaches a customer until you tap Approve and Send. Built-in guards prevent double-sends. PROFESSIONAL DOCUMENTS IN SECONDS Generate branded estimate and invoice PDFs prefilled from the job, view them on your phone, and text the customer a secure link with one tap. STAY ON TOP OF THE DAY The Home tab shows exactly what needs you: new service requests, follow-ups to approve, review replies waiting, and today's schedule with tap-to-navigate stops. REVIEWS AND SOCIAL, HANDLED Approve AI-drafted replies to your Google reviews, send review requests when a job wraps, and publish before and after photos to your Business Profile, always with you in control. BUILT FOR CREWS Add job photos from the field, keep notes on every card, schedule work onto the calendar, and call or text customers in one tap. Customize the bottom bar so the screens you use most are always one thumb away. YOUR ASSISTANT KNOWS YOUR BUSINESS Ask the built-in assistant about pricing, customers, schedules, or anything in your workspace. It answers from your company's own data. SMB Automate is for teams whose company uses the SMB Automate platform. You will need a company code and login from your administrator to sign in. Learn more at smbautomate.com.